How To Use 'User Lov 1' and 'User Lov 2' for Timesheet Entries

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

Question:

I see that I can use "User Lov 1" and "User Lov 2" when creating a voucher, logging a timesheet entry and using XOG to create transactions. How can I use these two fields in the application without creating a transaction?   

Environment

Release: All

Component: Timesheets Administration 

Resolution

Answer:

These two fields use two static lookups that can be used to create custom attributes in Studio.  Any existing Lookup can be associated with new, user-defined attributes which can then be placed within an object's property page.

Add Lookup Values:

The 'User Lov' lookups are stock static lookup definitions without any pre-defined values.  To populate these lookups, enter values for them in Studio:

1. Login as an administrator user 
2. Find the lookups: Administration, Data Administration, Lookups 
3. Filter by Lookup ID with *lov*, select one from "Time Entry User Lookup field 1" and "Time Entry User Lookup field 2" 
4. Enter values for this static lookup on the Values subpage. For example, 'Green' and 'Blue' for 'Time Entry User Lookup field 1' 
5. These lookup values can now be used within the stock functionality for creating actual transactions and if desired, the lookup can be linked to new user-defined attributes 

Using LOV Values on a Timesheet:

1. First, configure the Timesheet view to show the LOV attributes - Login as an administrator user
2. Administration, Project Management: Timesheet Options
3. Move 'User Value 1' and/or 'User Value 2' attribute from Available Columns to Selected Columns
4. Click 'Save' button
5. Open a new Timesheet, you will now have new column(s) to select a value ('Green' or 'Blue' in the example)  

Using LOV Values on a Voucher Manual Transaction Entry: 

1. Login as a Financial Administrator user  
2. Home, Financial Management: Transaction Entry  
3. Click 'New' button to create the Voucher Entry Header  
4. Fill in the required data and click 'Save' button  
5. Click 'New' button to create a new Transaction Detail Entry  
6. Select the value on "User Lov 1" and "User Lov 2" fields  

Using LOV Values in a XOG write input file:  

1. Add an attribute such as userLov1="BLUE" to the Transaction element in your XOG XML input file 

Using the LOV Lookups on a new attribute:  

To create a new, user-defined, custom attribute using these lookups, follow the steps below.

1. Login as an administrator user
2. Navigate to Administration, Studio: Objects
3. Filter for the desired Object - you can use a stock object or a user-defined, custom object
4. For our example, we want to add a new attribute to the Resource Object
5. Navigate to the Object, Attributes Tab, click 'New' button
6. Here you can create a custom attribute. For example new attribute "MyColor" using lookup 'Time Entry User Lookup field 1'.
7. Once the attribute is created, add it to a sub-page property view - for this example, add it to the Resource General properties page
8. Now you can navigate to the application Home page, Resources and see that "MyColor" is now on the Resource General Properties page and you can use the browse to select 'Green' or 'Blue' for a resource as defined in the example.

Creating a new user-defined lookup to be used in place of the stock, static, User LOV lookups:  

The stock Timesheet configuration provides for using the stock, static Lookup for the User LOV lookups to be used ONLY on a Timesheet Entry.  A customer may have a business need to create a dynamic query lookup that provides data-driven lookup values.  It is possible to extend the stock configuration for Timesheet Entries to use a user-defined Lookup instead of the ''Time Entry User Lookup field 1'' Lookup.  

NOTE: The ability to configure the LOV2 to use a different lookup list of values is not possible. The LOV2 field on the Timesheet entries will always reference the 'Time Entry User Lookup Field 2' (ID=PRTIMEENTRY_USER_LOV2). The Administration, Timesheet Options page only shows the ability to configure the "Time Entry User Value 1 Field".   Configuring a user-defined lookup for Time Entry User Value 1 can be done for the use with Timesheet entries ONLY ; this configuration will not impact other areas of the application that use the Time Entry User Value 1 lookup.  

Additional Information

Reference KB 22205 : User-defined Lookup with Time Entry User Value 1 for Timesheet Entries.